Results 1 to 2 of 2

Thread: Tracking TSP performance

  1. #1
    ckyer is offline Newbie
    Join Date
    Feb 2004
    Location
    , ,
    Posts
    1

    Post imported post

    I'd like to hear how others are tracking TSP performance since we went to share based funds. I've been using Quicken and set up TSP as a IRA type account with C, G, I, S, and F funds designated as securites. Each time I ask for an interfund transfer, I execute a sale, of say G shares, in the quicken TSP account to buy shares of another security, such as C. That sounds easy but with the number of interfund transfers we're doing lately, all the buy and sell transactions can get tedious and complicated.

    Is anyone using anything that works better than a Quicken account?

    By the way, my compliments to the owner of TSPTalk! We've needed something like this for a long time! Thanks for the huge amount of time you devote to this. Your knowledge about the markets is really impressive.



  2.  
  3. #2
    tsptalk's Avatar
    tsptalk is offline Moderator
    Join Date
    Feb 2004
    Posts
    11,168
    Blog Entries
    730

    Post imported post

    Hi ckyer -

    I use Excel. My blank spreadsheet is on www.tsptalk.com/utilities.htmlbut it may be more meaningful to see my current one as you will see the transactions. Email me if you want a copy of it.

    I don't know if it's better than quicken but it only takes me a minute or so to update it when I make a transfer or enter the curent share prices.

    Tom



  4.  

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  
S&P 500 (C fund)
[Chart]
1d  5d  3m  6m  1y  2y
Dow Completion (S fund)
[Chart]
1d  5d  3m  6m 
EFA (I fund)
[Chart]
1d  5d  3m  6m  1y  2y
Bonds (F fund)
[Chart]
1d  5d  3m  6m  1y  2y